See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARYFIRST LLC5 years Service code 99 1060 MAITLAND CENTER COMMONS BLVD · MAITLAND, FL 32751 | Other Fees | $88,073 |
Filed as: AMERITAS INVESTMENT COMPANY LLC Service code 99 5900 O ST · LINCOLN, NE 68510 | Other Fees | $60,050 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,070 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $362,316 | $93,571+287.2% | $135,903+166.6% | $75,163+382.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 18.94% | 30.90%-12.0pp | 68.23%-49.3pp | 160.62%-141.7pp |
| Employer contribution / active EE | $15,434 | $3,537+336.4% | $4,856+217.8% | $2,670+478.1% |
| Participant deferral / active EE | $14,059 | $6,404+119.5% | $7,758+81.2% | $4,125+240.8% |
| Admin fee / account holder | $89 | $6,975-98.7% | $10,762-99.2% | $5,651-98.4% |